Senior Wealth Advisor, Practice Lead (Wealth Management - Premier Brokerage)

Role Overview The Senior Wealth Advisor, Practice Lead is a key role focused on delivering proactive, tailored financial advice to moderate‑and high‑net‑worth households. The position serves as the lead advisor within a dedicated client team, ensuring a first‑class client experience while growing assets under management. What You Will Do Serve as the lead advisor within a dedicated client team, working closely with a Wealth Advisor and Client Experience Specialist to build lasting relationships with Empower clients enrolled in Premier and Brokerage services. Deliver a first‑class client experience by leading proactive, personalized conversations that address onboarding, financial planning, and ongoing investment education. Engage clients through video conference, email, phone, and in‑person meetings—balancing proactive outreach with responsive service to meet evolving needs. Retain and grow assets under management by building trust through clear communication, meaningful education, and thoughtful follow‑through. Guide clients through Empower’s investment strategy, helping them understand and implement portfolio solutions aligned with their goals, risk tolerance, and financial plan. Deliver holistic financial planning across a wide range of topics, including retirement income strategies, tax‑efficient savings, and education planning—partnering with Planning Specialists on more complex scenarios. Coordinate with advisory team and stakeholders across Empower Personal Wealth to ensure timely and effective resolution of client needs. Model leadership within the client team by delegating, coaching, and developing colleagues to enhance performance and elevate the client experience. Demonstrate willingness and ability to delegate, coach, train, and develop colleagues and resources. What You Will Bring Bachelor’s degree in Business or related discipline (or equivalent experience). 4+ years of related work experience in financial services and client experience. Prior experience with direct client contact while exhibiting a knowledgeable, professional demeanor. FINRA Series 7, 63, and 65 registrations required. FINRA fingerprinting required. Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning. Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time‑sensitive tasks simultaneously; proactive self‑starter; strong situational awareness and contextual thinking; strong organizational and presentation skills. Exceptional at delivering effective client consultations, always composed, professional, and skilled at establishing trust and building long‑term client relationships. Proven ability to navigate multiple client needs, deliver on multi‑product goals, and analyze and present investment portfolios to clients. CFP preferred. Prior experience as a high‑performing Financial Advisor & Planner, serving Premier/Brokerage clients. Benefits Medical, dental, vision, and life insurance. 401(k) plan with company match up to 6%, financial advisory services, potential company discretionary contribution, and broad investment lineup. Tuition reimbursement up to $5,250 per year. Business‑casual environment. Generous paid time off—paid PTO program plus ten company holidays and three floating holidays per calendar year. Paid volunteer time—16 hours per year. Leave of absence programs—paid parental leave, paid short‑ and long‑term disability, FMLA. Business Resource Groups (BRGs) open to all. Compensation Base salary range: $87,400 – $123,400 per year. Non‑sales positions may participate in a bonus program. Sales positions are eligible for sales incentives and a bonus plan. Equal opportunity employer: We are an equal opportunity employer with a commitment to diversity. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender identity or expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. #J-18808-Ljbffr Empower Retirement, LLC